Exclusive Planning Services, INC
Toledo, United States (US) · Finance and Banking
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Last verified
May 2026
Overview
Exclusive Planning Services, INC is a leading Field Marketing Organization (FMO) based in Toledo, Ohio, specializing in strategic support for Financial Professionals offering objective consultative Annuity and Life Insurance solutions.
We partner with Brokers International to provide a comprehensive suite of services, including back-office support, innovative marketing tools, and consultative case consultation.
Driven by a commitment to trustworthiness and collaboration, Exclusive Planning Services empowers Financial Professionals to deliver holistic financial plans and ensure client peace of mind. Our carrier-agnostic platform and collaborative approach provide a reliable foundation for success in today’s dynamic market. Annuity & Life Marketing, Carrier Agnostic Approach, and Consultation are at the heart of our operations.
We partner with Brokers International to provide a comprehensive suite of services, including back-office support, innovative marketing tools, and consultative case consultation.
Driven by a commitment to trustworthiness and collaboration, Exclusive Planning Services empowers Financial Professionals to deliver holistic financial plans and ensure client peace of mind. Our carrier-agnostic platform and collaborative approach provide a reliable foundation for success in today’s dynamic market. Annuity & Life Marketing, Carrier Agnostic Approach, and Consultation are at the heart of our operations.
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